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DTSTART:20260212T173000Z
DTEND:20260212T190000Z
LOCATION:Minnehaha Country Club
UID:2877820260212T173000ZGiving Your Clients the ESOP Edge
DTSTAMP:20260420T095955Z
DESCRIPTION:\n \n \nThis event will be offered in person at the Minnehaha Country Club or virtually from your home/office. \n \nA buffet lunch will be served starting at 11:30 am. The webinar begins at noon.\n \n \n \nRegistration for in-person attendance will close at 5 pm on Thursday, February 5th. \n \n \n \nAbout the Program\n \nEmployee stock ownership plans (ESOPs) can be a highly effective tool for preserving a company’s legacy and culture, while allowing owners a tax-efficient way to transition ownership of their businesses and create liquidity. This session will explain how and why ESOPs are used for ownership succession in privately held businesses by:\n Explaining what an ESOP is, how ESOP transactions are structured, and how ESOPs operate over time Delving into the advantages and drawbacks of using an ESOP for ownership succession Describing the characteristics of strong, and weak, ESOP candidates Providing case studies to help participants visualize how an ESOP may work for their clients \n \n \nAbout the Speaker\n \nJoel Davis, Vice President of ESOP Consulting at Principal®, has nearly 30 years of experience working with employee stock ownership plans (ESOPs) and the companies that sponsor them. Joel engages with business owners and their advisors to define their objectives and design, implement, and communicate ESOPs. His areas of technical expertise include consulting on ESOP feasibility and transaction issues, participant benefit modeling, repurchase liability and sustainability analysis, structuring plan designs to achieve long-term objectives, and administration.\n \nHe is an active member of The ESOP Association (TEA), the National Center for Employee Ownership NCEO), the Ohio Employee Ownership Center, and the Minnesota/Dakotas Chapter of TEA. He is a frequent speaker at national and regional conferences and has authored and co-authored several articles on technical ESOP topics.\n \nJoel earned a Bachelor of Arts degree in Management from Hamline University in Saint Paul, Minnesota and a Master of Business Administration degree from the University of Saint Thomas in Minneapolis, Minnesota.\n \nJoel and his wife Heather live in Excelsior, Minnesota and have five adult children. In his free time, Joel can be found hunting, boating, or watching the Minnesota Wild.\n
SUMMARY:Giving Your Clients the ESOP Edge - Sioux Falls Estate Planning Council 
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